See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,100 | $154,117+86.3% | $129,995+120.9% | $139,434+105.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 9.16% | 32.48%-23.3pp | -137.18%+146.3pp | 372.94%-363.8pp |
| Employer contribution / active EE | $2,310 | $5,289-56.3% | $4,320-46.5% | $4,751-51.4% |
| Participant deferral / active EE | $1,324 | $6,710-80.3% | $5,820-77.3% | $6,710-80.3% |
| Admin fee / account holder | $11,550 | $14,007-17.5% | $10,614+8.8% | $11,403+1.3% |